- While Certified Financial Planners (CFPs) are preferred, it is not a mandatory requirement
- Embrace an open-minded approach and a commitment to personal growth
- Essential team player mindset
- Demonstrated track record with an established book of business
- Possession of a Series 65, ChFC, or equivalent qualification
- Managing a transferable book of business with a min of $10 million or more in AUM.
- Adaptable work hours
- Support for parental leave
- Assistance with professional development
- Participation in a referral program
- remote
- Both W2 and 1099 arrangements, inclusive of bonus/commissions
- No mandatory sales quota
- Exercise control over your portfolio using your methods, while benefiting from our available tools and supportive team
- Marketing for your brand
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Junior Wealth Advisor
1 week ago
TalentLink Solutions Atlanta, United StatesWe are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and ...
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Wealth Management Advisor
4 weeks ago
Equitable Advisors Atlanta, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skil ...
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Junior Wealth Advisor
1 week ago
TalentLink Solutions Atlanta, United StatesWe are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and ...
-
Wealth Advisor III
2 weeks ago
Truist Financial Corporation Atlanta, United StatesServe as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of T Wealth Advisor, Advisor, Weal ...
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Legal Wealth Advisor II
1 week ago
Truist Inc Atlanta, United States**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communicat ...
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Wealth Advisor III
2 weeks ago
Truist Financial Corporation Atlanta, United StatesServe as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of T Wealth Advisor, Advisor, Weal ...
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Associate Wealth Advisor
1 week ago
Spelman College Atlanta, United StatesAssociate Wealth Advisor Job Description · The · Associate Wealth Advisor · is an exciting opportunity to collaborate with a planning-centric team of advisors to cultivate and maintain strong client relationships. This individual will partner with a Wealth Advisor to care for c ...
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Junior Wealth Advisor
1 week ago
TalentLink Solutions Atlanta, United StatesWe are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and ...
-
Wealth Advisor III
1 week ago
Truist Atlanta, United States Paid WorkThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communicatio ...
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Wealth Management Advisor
4 weeks ago
Equitable Advisors Atlanta, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skil ...
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Wealth Management Advisor
3 weeks ago
Equitable Advisors Atlanta, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skil ...
-
Wealth Management Advisor
3 weeks ago
Equitable Advisors LLC Atlanta, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal ski ...
-
Wealth Management Advisor
3 weeks ago
Equitable Advisors LLC Atlanta, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skil ...
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The Goldman Sachs Group, Inc. Atlanta, United StatesPrivate Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and e Wealth, Management, Wealth Ad ...
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Medical Wealth Advisor I
1 week ago
Truist Financial Corporation Atlanta, United StatesThe Medical Wealth Advisor I manages a portfolio of physicians in the Medical Specialty Group while developing and deepening relationships through proactive financial consulting for all clients. Typically manages a portfolio of Medical physic Wealth Advisor, Medical, Wealth, Fina ...
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Goldman Sachs Atlanta, United StatesPrivate Wealth Management (PWM) · Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work on ...
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Wealth Management Advisor II
2 weeks ago
Fifth Third Atlanta, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Private ...
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Legal Wealth Advisor II
1 week ago
Truist Inc Atlanta, United States**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communicat ...
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Medical Wealth Advisor I
1 week ago
Truist Atlanta, United States Paid WorkThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communicatio ...
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Sports & Entertainment Wealth Advisor I
4 days ago
Truist Financial Atlanta, United StatesThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communicatio ...
Wealth Advisor - Atlanta, United States - gpac
Description
Wealth Advisor
Why join us?
Are you intrigued by the prospect of becoming part of a gratifying, lively, enjoyable, and family-oriented organization where your professional growth is swift, and your opinions matter? Joining our firm means experiencing a workplace where respect and appreciation take precedence over being just a number. Our core values revolve around Family, Beliefs, and Financial Security, setting us apart from the ordinary. This is a unique opportunity; we offer abundant resources to our Wealth Advisors, coupled with a supportive team-centric company culture.
We seek accomplished Wealth Advisors to contribute their expertise to our team. We empower you to take ownership of your preferred niche client base by crafting a personalized marketing strategy tailored to your needs.
Do you possess a Wealth Advisor background with a well-established client portfolio but find yourself dissatisfied with your current firm? Then we want to talk to you
Wealth Advisor's will need:
Benefits:
All discussions and resumes sent regarding this Wealth Advisor position are confidential. Apply here or send resumes to
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.